Lancashire Investors - LRE

Lancashire Investors - LRE

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Stock Name Stock Symbol Market Stock Type
Lancashire Holdings Limited LRE London Ordinary Share
  Price Change Price Change % Stock Price Last Trade
-3.50 -0.56% 617.50 16:35:10
Open Price Low Price High Price Close Price Previous Close
618.50 616.00 621.50 617.50 621.00
more quote information »
Industry Sector
NONLIFE INSURANCE

Top Investor Posts

Top Posts
Posted at 15/7/2022 13:42 by km18
...from a few months ago...

Lancashire is specialised in the provision of reinsurance products and global speciality insurance.  intermediaries. The Company operates through five segments: Property, Energy, Marine, Aviation and Lloyd's. It underwrites worldwide, insurance and reinsurance contracts that transfer insurance risk, including risks exposed to both natural and man-made catastrophes. The resilient diversified funding structure effectively forced up net revenue from £551.5m to £747.2m. As a result, Lancashire Holdings derived an attractive P/FCF ratio of 7.5, higher than the financial services P/FCF ratio of 5.3, which in turn signifies that Lancashire Holdings allocated its funds more efficiently to finance its operating and investing activities. Subsequently, the firm’s PE ratio stood at 9.3, lower than the financial sector P/E ratio of 15.33, suggesting that Lancashire Holdings is undervalued with respect to the financial sector and thereby the security is expected to surge in value. Consequently, it implies that investors are able to purchase the stock at a discount while still deriving precedented and attractive dividend yield of 6.05%, resulting in ample investment opportunities.

Brief Analysis:

P/FCF = 7.5, above financial services sector benchmark
P/E = 9.3, below the financial services sector threshold.
Dividend yield 6.05%.
Revenue = £747.2m, higher than prior year...

...from WealthOracleAM

https://wealthoracle.co.uk/detailed-result-full/LRE/350

Posted at 14/2/2022 11:06 by km18
Lancashire is specialised in the provision of reinsurance products and global speciality insurance. intermediaries. The Company operates through five segments: Property, Energy, Marine, Aviation and Lloyd's. It underwrites worldwide, insurance and reinsurance contracts that transfer insurance risk, including risks exposed to both natural and man-made catastrophes. The resilient diversified funding structure effectively forced up net revenue from £551.5m to £747.2m. As a result, Lancashire Holdings derived an attractive P/FCF ratio of 7.5, higher than the financial services P/FCF ratio of 5.3, which in turn signifies that Lancashire Holdings allocated its funds more efficiently to finance its operating and investing activities. Subsequently, the firm’s PE ratio stood at 9.3, lower than the financial sector P/E ratio of 15.33, suggesting that Lancashire Holdings is undervalued with respect to the financial sector and thereby the security is expected to surge in value. Consequently, it implies that investors are able to purchase the stock at a discount while still deriving precedented and attractive dividend yield of 6.05%, resulting in ample investment opportunities.

https://wealthoracle.co.uk/detailed-result

Keep up to date with WealthOracle AM

Posted at 05/1/2022 17:09 by cwa1
5 January 2022

Hamilton, Bermuda

Notice of Q4 2021 Earnings Release and Conference Call

Lancashire Holdings Limited ("Lancashire" or "the Company") will be announcing
its 2021 fourth quarter earnings release at 7:00am UK time on Friday 11
February 2022 and hosting an analyst and investor conference call at 1:00pm UK
time / 8:00am EST on Friday 11 February 2022. The conference call will be
hosted by Lancashire management.

Posted at 24/10/2021 08:41 by feddie
A capital rise at this highly dilutive level would be very investor unfriendly. In any case, they are saying that the losses are within the expected range.
Posted at 21/10/2021 09:26 by professor john koestler
"If you look at the last 10 years of share price, the business has gone nowhere. They pay decent divis in good times and then engage in rights issues taking the cash back in again. Not a great business model!"

The business model in that regard is fine. They take the money when market prices are hardening and when they are soft they don't assume they are your best opportunity cost and give it you back. That is why the share price has gone nowhere because it is a symptom of the business model. If you look at overall returns with dividends and the average ROE year-by-year, it is one of the best in the business.

Bizarre that you sell when catastrophe events happen. That should be bread and butter for all of us to eat and disregard as investors in insurance. If catastrophe frightens you you shouldn't be here in the first place!

The question is: has the quality of underwriting standards fallen. I don't think so. I don't think it needs to. With interest rates likely to increase and catastrophes likely to be more frequent - or seen to be more frequent - with climate change, great opportunity presents itself to those who can ride the fear, collect the data, keep the underwriting standards and remain in the game.

I'll be adding if the price falls notably.

Posted at 01/10/2021 16:34 by cwa1
1 October 2021

Hamilton, Bermuda

Notice of Q3 2021 Trading Statement and Conference Call

Lancashire Holdings Limited ("Lancashire" or "the Company") will be announcing
its 2021 third quarter trading statement at 7:00am UK time on Thursday 4
November 2021 and hosting an analyst and investor conference call at 1:00pm UK
time / 9:00am EDT on Thursday 4 November 2021. The conference call will be
hosted by Lancashire management.

Posted at 06/7/2021 06:12 by cwa1
Notice of Q2 2021 Earnings Release and Conference Call

Lancashire Holdings Limited ("Lancashire" or "the Company") will be announcing
its 2021 second quarter results at 7:00am UK time on Wednesday 28 July 2021 and
hosting an analyst and investor conference call at 2:00pm UK time / 9:00am EDT
on Wednesday 28 July 2021. The conference call will be hosted by Lancashire
management.

Posted at 15/10/2019 12:19 by johnroger
Lancashire Holdings Limited ("Lancashire" or "the Company") will be releasing
its 2019 third quarter trading statement at 7:00am UK time on Thursday 7
November 2019 and hosting an analyst and investor conference call at 1:00pm UK
time / 8:00am EST on Thursday 7 November 2019. The conference call will be
hosted by Lancashire management.

Posted at 02/7/2019 17:08 by johnroger
Lancashire Holdings Limited ("Lancashire" or "the Company") will be announcing
its 2019 second quarter results at 7:00am UK time on Thursday 25 July 2019 and
hosting an analyst and investor conference call at 1:00pm UK time / 8:00am EDT
on Thursday 25 July 2019. The conference call will be hosted by Lancashire
management.

Posted at 02/9/2018 19:35 by jrphoenixw2
Does anyone have the FX rate that'll be applied to the latest div [x-ref Speeds post 1353] ?
It always surprises me how damned opaque such things are on the LRE/Investors webpages [to be clear: their own website section for investors]

- It still appears to be unpublished on their own website > hxxps://www.lancashiregroup.com/en/investors/shareholders/dividend-history.html

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